Insight Wealth Strategies’s Bank of America BAC Stock Holding History

Insight Wealth Strategies’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338K	Sell	5,799 -461	-7%	-$24.5K	0.03%	148
2026 Q1	$305K	Sell	6,260 -5	-0.1%	-$258	0.03%	154
2025 Q4	$345K	Buy	6,265 +1,017	+19%	+$53.8K	0.04%	138
2025 Q3	$271K	Sell	5,248 -2,706	-34%	-$132K	0.03%	152
2025 Q2	$383K	Buy	7,954 +112	+1%	+$4.71K	0.05%	130
2025 Q1	$327K	Sell	7,842 -309	-4%	-$13.8K	0.04%	131
2024 Q4	$358K	Buy	8,151 +359	+5%	+$15.8K	0.05%	128
2024 Q3	$309K	Buy	+7,792	New	+$312K	0.04%	141
2024 Q2	–	Sell	-7,546	Closed	-$286K	–	158
2024 Q1	$286K	Buy	+7,546	New	+$259K	0.04%	148
2022 Q1	–	Sell	-4,547	Closed	-$202K	–	156
2021 Q4	$202K	Buy	+4,547	New	+$207K	0.03%	150
2020 Q1	–	Sell	-6,216	Closed	-$219K	–	156
2019 Q4	$219K	Buy	+6,216	New	+$201K	0.05%	190
2019 Q2	–	Sell	-7,299	Closed	-$201K	–	159
2019 Q1	$201K	Buy	+7,299	New	+$206K	0.06%	132

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Insight Wealth Strategies's BAC Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Bank of America (BAC) stake by 7.4% in Q2 2026, selling an estimated $24.5K and leaving 5,799 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #148.

Insight Wealth Strategies first reported a position in BAC in Q1 2019 and has held it in 12 quarters since. The position peaked at $383K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Insight Wealth Strategies held 5,799 shares of Bank of America worth $338K as of Q2 2026.
Insight Wealth Strategies sold 461 Bank of America shares in Q2 2026, an estimated $24.5K.
Bank of America made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #148 holding.
Insight Wealth Strategies first reported a position in Bank of America in Q1 2019 and has held it in 12 quarters since.
Insight Wealth Strategies's Bank of America position peaked at $383K in Q2 2025.
1,357 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.